Holders — by stockHoldings — by fund
Independent Wealth Network Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1891240
$393.3M
disclosed book value
338
positions
7.2%
largest position share
Positions, as of 2026-06-30
top 100 of 338 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CATCATERPILLAR INC | 26,505 | $28.2M | 7.2% |
| 2 | SPYMSPDR SERIES TRUST | 196,308 | $17.3M | 4.4% |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 242,635 | $12.3M | 3.1% |
| 4 | SPYGSPDR SERIES TRUST | 97,609 | $11.6M | 3% |
| 5 | QQQINVESCO QQQ TR | 9,896 | $7.3M | 1.9% |
| 6 | COLLABORATIVE INVESTMNT SER | 279,963 | $6.7M | 1.7% |
| 7 | DFUSDIMENSIONAL ETF TRUST | 75,206 | $6.2M | 1.6% |
| 8 | AAPLAPPLE INC | 19,841 | $5.7M | 1.5% |
| 9 | NVDANVIDIA CORPORATION | 27,987 | $5.6M | 1.4% |
| 10 | SPYVSPDR SERIES TRUST | 88,671 | $5.4M | 1.4% |
| 11 | SLVISHARES SILVER TR | 96,621 | $5.2M | 1.3% |
| 12 | VOOVANGUARD INDEX FDS | 7,137 | $4.9M | 1.2% |
| 13 | CVXCHEVRON CORPORATION | 28,193 | $4.7M | 1.2% |
| 14 | MSFTMICROSOFT CORP | 12,347 | $4.6M | 1.2% |
| 15 | QTECFIRST TR EXCHANGE-TRADED FD | 12,208 | $4.1M | 1% |
| 16 | GLDSPDR GOLD TR | 10,430 | $3.8M | 1% |
| 17 | AMZNAMAZON COM INC | 15,884 | $3.8M | 1% |
| 18 | ACWIISHARES TR | 22,638 | $3.6M | 0.9% |
| 19 | SPYDSPDR SERIES TRUST | 72,228 | $3.4M | 0.9% |
| 20 | JEPIJ P MORGAN EXCHANGE TRADED F | 60,810 | $3.4M | 0.9% |
| 21 | VUGVANGUARD INDEX FDS | 39,322 | $3.4M | 0.9% |
| 22 | XMMOINVESCO EXCHANGE TRADED FD T | 18,843 | $3.2M | 0.8% |
| 23 | PACER FDS TR | 64,947 | $3.0M | 0.8% |
| 24 | VYMVANGUARD WHITEHALL FDS | 18,717 | $3.0M | 0.8% |
| 25 | SPABSPDR SERIES TRUST | 114,092 | $2.9M | 0.7% |
| 26 | XLKSELECT SECTOR SPDR TR | 15,214 | $2.9M | 0.7% |
| 27 | XLESELECT SECTOR SPDR TR | 54,130 | $2.9M | 0.7% |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,586 | $2.8M | 0.7% |
| 29 | STIPISHARES TR | 25,568 | $2.6M | 0.7% |
| 30 | FIRST TR EXCHNG TRADED FD VI | 45,593 | $2.5M | 0.6% |
| 31 | LMBSFIRST TR EXCHANGE-TRADED FD | 48,237 | $2.4M | 0.6% |
| 32 | PACER FDS TR | 68,887 | $2.4M | 0.6% |
| 33 | BNDVANGUARD BD INDEX FDS | 32,045 | $2.4M | 0.6% |
| 34 | NORTHERN LIGHTS FD TR | 97,115 | $2.3M | 0.6% |
| 35 | ISHARES TR | 47,187 | $2.3M | 0.6% |
| 36 | AMPLIFY ETF TR | 187,920 | $2.2M | 0.6% |
| 37 | BILSPDR SERIES TRUST | 22,900 | $2.1M | 0.5% |
| 38 | SOXXISHARES TR | 3,250 | $2.1M | 0.5% |
| 39 | VVISA INC | 6,053 | $2.1M | 0.5% |
| 40 | NORTHERN LIGHTS FD TR | 79,950 | $2.0M | 0.5% |
| 41 | SECTNORTHERN LTS FD TR IV | 27,935 | $2.0M | 0.5% |
| 42 | SPYSTATE STR SPDR S&P 500 ETF T | 2,667 | $2.0M | 0.5% |
| 43 | QYLDGLOBAL X FDS | 107,004 | $2.0M | 0.5% |
| 44 | METAMETA PLATFORMS INC | 3,464 | $2.0M | 0.5% |
| 45 | BBAGJ P MORGAN EXCHANGE TRADED F | 40,733 | $1.9M | 0.5% |
| 46 | PLTRPALANTIR TECHNOLOGIES INC | 16,040 | $1.9M | 0.5% |
| 47 | VBKVANGUARD INDEX FDS | 5,070 | $1.9M | 0.5% |
| 48 | DLNWISDOMTREE TR | 19,055 | $1.8M | 0.5% |
| 49 | IVVISHARES TR | 2,435 | $1.8M | 0.5% |
| 50 | BUFRFIRST TR EXCHNG TRADED FD VI | 49,164 | $1.8M | 0.5% |
| 51 | TSLATESLA INC | 4,248 | $1.8M | 0.5% |
| 52 | GOOGALPHABET INC | 5,041 | $1.8M | 0.5% |
| 53 | AGGISHARES TR | 17,661 | $1.7M | 0.4% |
| 54 | FIRST TR EXCHANGE-TRADED FD | 90,488 | $1.7M | 0.4% |
| 55 | FIRST TR EXCHANGE-TRADED FD | 81,964 | $1.7M | 0.4% |
| 56 | CGUSCAPITAL GROUP CORE EQUITY ET | 38,019 | $1.7M | 0.4% |
| 57 | GOOGLALPHABET INC | 4,649 | $1.7M | 0.4% |
| 58 | FLOTISHARES TR | 32,300 | $1.6M | 0.4% |
| 59 | ITAISHARES TR | 6,685 | $1.6M | 0.4% |
| 60 | FPEFIRST TR EXCH TRADED FD III | 88,014 | $1.6M | 0.4% |
| 61 | ALLIANCEBERNSTEIN GLOBAL HIG | 152,398 | $1.6M | 0.4% |
| 62 | SPEMSPDR INDEX SHS FDS | 29,970 | $1.6M | 0.4% |
| 63 | KYNKAYNE ANDERSON ENERGY INFRST | 111,995 | $1.5M | 0.4% |
| 64 | BBINJ P MORGAN EXCHANGE TRADED F | 19,759 | $1.5M | 0.4% |
| 65 | SPDWSPDR INDEX SHS FDS | 30,283 | $1.5M | 0.4% |
| 66 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.4% |
| 67 | SPMDSPDR SERIES TRUST | 22,142 | $1.5M | 0.4% |
| 68 | TIDAL TRUST III | 49,749 | $1.5M | 0.4% |
| 69 | SGOVISHARES TR | 14,115 | $1.4M | 0.4% |
| 70 | AMDADVANCED MICRO DEVICES INC | 2,427 | $1.4M | 0.4% |
| 71 | EXMOCEXXON MOBIL CORP | 10,202 | $1.4M | 0.4% |
| 72 | CGDVCAPITAL GROUP DIVIDEND VALUE | 28,215 | $1.4M | 0.4% |
| 73 | QQQMINVESCO EXCH TRADED FD TR II | 4,582 | $1.4M | 0.4% |
| 74 | SHYISHARES TR | 16,400 | $1.3M | 0.3% |
| 75 | IDEVISHARES TR | 15,114 | $1.3M | 0.3% |
| 76 | SSGA ACTIVE TR | 28,469 | $1.3M | 0.3% |
| 77 | HACKAMPLIFY ETF TR | 12,761 | $1.3M | 0.3% |
| 78 | DVYISHARES TR | 8,271 | $1.3M | 0.3% |
| 79 | ARCCARES CAPITAL CORP | 69,058 | $1.3M | 0.3% |
| 80 | FTCSFIRST TR EXCHANGE-TRADED FD | 13,596 | $1.3M | 0.3% |
| 81 | MOALTRIA GROUP INC | 17,642 | $1.3M | 0.3% |
| 82 | XNTKSPDR SERIES TRUST | 3,236 | $1.3M | 0.3% |
| 83 | SEIMSEI EXCHANGE TRADED FUNDS | 22,474 | $1.3M | 0.3% |
| 84 | PGXINVESCO EXCH TRADED FD TR II | 114,587 | $1.2M | 0.3% |
| 85 | CGBLCAPITAL GROUP CORE BALANCED | 32,630 | $1.2M | 0.3% |
| 86 | EFAISHARES TR | 11,650 | $1.2M | 0.3% |
| 87 | SCHGSCHWAB STRATEGIC TR | 35,662 | $1.2M | 0.3% |
| 88 | AIRRFIRST TR EXCHANGE TRADED FD | 8,981 | $1.2M | 0.3% |
| 89 | VIGVANGUARD SPECIALIZED FUNDS | 5,040 | $1.2M | 0.3% |
| 90 | IAUISHARES GOLD TR | 15,606 | $1.2M | 0.3% |
| 91 | FDVVFIDELITY COVINGTON TRUST | 19,440 | $1.2M | 0.3% |
| 92 | ETENERGY TRANSFER L P | 60,946 | $1.2M | 0.3% |
| 93 | JCPBJ P MORGAN EXCHANGE TRADED F | 24,637 | $1.2M | 0.3% |
| 94 | CLXCLOROX CO DEL | 12,115 | $1.2M | 0.3% |
| 95 | GCOWPACER FDS TR | 26,675 | $1.2M | 0.3% |
| 96 | LGLVSPDR SERIES TRUST | 6,362 | $1.2M | 0.3% |
| 97 | AVGOBROADCOM INC | 3,054 | $1.2M | 0.3% |
| 98 | VCITVANGUARD SCOTTSDALE FDS | 13,602 | $1.1M | 0.3% |
| 99 | BABOEING CO | 5,152 | $1.1M | 0.3% |
| 100 | VEAVANGUARD TAX-MANAGED FDS | 15,621 | $1.1M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.